Profil
Dr. Birchenough joined Kensington Management Company in 1995 following his retirement from a Connecticut radiology practice.
He earned his masters degree in Mathematics from Syracuse University and his medical degree from the University of Pennsylvania School of Medicine.
Dr. Birchenough developed his highly successful investment technique in the late 1980s.
His outstanding record is attributed to his methodology and adherence to his discipline.
Anciens postes connus de Robert H. Birchenough
| Sociétés | Poste | Fin |
|---|---|---|
Kensington Management Co.
Kensington Management Co. Investment ManagersFinance Kensington Management Co. develops an individual investment program based on clients' financial goals, period, risk tolerance, investment preferences and other factors. The firm's mutual fund management strategy employs asset allocation. High annual return is the objective of Kensington's small-cap stock portfolio manager. They seek to identify and invest in small companies with high potential for appreciation. Kensington's CD-Plus Strategy seeks annual returns of 125% of the returns of 1-year bank certificates of deposit. These portfolios are invested in a mix of short and long term bond funds, income funds for dividends, Government and corporate debt securities and equity income funds. The firm's Moderate-Conservative strategy seeks diversification through asset allocation in no-load mutual funds. The goal is to provide a 3 to 5-year average return equal to 75% of the stock market with less volatility. These portfolios are invested in lower risk equity funds, growth and income funds, balanced funds, international funds and bond funds. Kensington's Moderate strategy seeks diversification through asset allocation in no-load mutual funds. Their goal is to provide a 5 to 8-year average return equal to 100% of the stock market. These portfolios are invested in S&P 500 iShares/funds, mid-cap iShares/funds, small-cap funds, international/world funds and growth funds. The firm's Moderate-Aggressive strategy seeks diversification through asset allocation in no-load mutual funds. The goal is to significantly out-perform the stock market over 5 to 8-year period. These portfolios are invested in aggressive growth funds, small-cap and micro-cap funds, sector iShares, international/world funds, index iShares and leveraged funds. Kensington also offers covered calls for income strategy for persons who invest all or part of their assets to produce income and for those who want more cash flow than is available from traditional fixed investments. This strategy provides reasonable protection against loss of principle in most market conditions and may also protect against decreased future purchasing power due to inflation. | Analyst-Equity | 31/08/2007 |
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| Entreprise privées | 1 |
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Kensington Management Co.
Kensington Management Co. Investment ManagersFinance Kensington Management Co. develops an individual investment program based on clients' financial goals, period, risk tolerance, investment preferences and other factors. The firm's mutual fund management strategy employs asset allocation. High annual return is the objective of Kensington's small-cap stock portfolio manager. They seek to identify and invest in small companies with high potential for appreciation. Kensington's CD-Plus Strategy seeks annual returns of 125% of the returns of 1-year bank certificates of deposit. These portfolios are invested in a mix of short and long term bond funds, income funds for dividends, Government and corporate debt securities and equity income funds. The firm's Moderate-Conservative strategy seeks diversification through asset allocation in no-load mutual funds. The goal is to provide a 3 to 5-year average return equal to 75% of the stock market with less volatility. These portfolios are invested in lower risk equity funds, growth and income funds, balanced funds, international funds and bond funds. Kensington's Moderate strategy seeks diversification through asset allocation in no-load mutual funds. Their goal is to provide a 5 to 8-year average return equal to 100% of the stock market. These portfolios are invested in S&P 500 iShares/funds, mid-cap iShares/funds, small-cap funds, international/world funds and growth funds. The firm's Moderate-Aggressive strategy seeks diversification through asset allocation in no-load mutual funds. The goal is to significantly out-perform the stock market over 5 to 8-year period. These portfolios are invested in aggressive growth funds, small-cap and micro-cap funds, sector iShares, international/world funds, index iShares and leveraged funds. Kensington also offers covered calls for income strategy for persons who invest all or part of their assets to produce income and for those who want more cash flow than is available from traditional fixed investments. This strategy provides reasonable protection against loss of principle in most market conditions and may also protect against decreased future purchasing power due to inflation. | Finance |
















